Munis User Manual - Fairbanks North Star Borough School District
Contents
1. for character columns unless you include special characters such as gt e Totals which can be any mix of sum average minimum or maximum value are recalculated for any filter e Format strings may obscure a column e true value especially with float types For example the true value might be 345 67 but the column might only show 345 If you created a filter 345 this record would not be included because the filter would see the true 345 67 value even though the user would not because of a format string with no decimals showing e The asterisk wildcard provides successful results with character columns Using this wildcard with numeric or date columns is allowed but may lead to unpredictable results 16 Page CHAPTER 4 FAVORITES Favorites are programs that you use frequently and for which you want to have easy access Rather than find these programs on the Munis menus every time you want to use them you can store them for quick access in the Favorites menu To add a program to the Favorites list click Favorites on the toolbar Q s QGH 0 R208 90B AE Once you have added one or more favorites you can access them from the Munis menu by expanding the Favorites menu option from the Munis main menu in the Tyler Dashboard Tyler Menu 2 Departmental Fu G Help To organize your Favorites list use the Organize Favorites option from the Favorites menu The Organize Favorites screen lists each o2. Tools menu the General option for the Reminder Alerts program displays the Alerts screen where administrators can set event reminders for which the selected program sends an e mail message when the event occurs In addition the Customizable Field Labels option 6 Page allows system administration personnel to customize the text and ToolTips found on standard Munis screens The View Database Columns option causes the program to display a copy of the screen with the database column header names included for each field The Help menu option provides access to About Munis and to Munis online help About Munis accesses program system and environment information which is useful when initiating a phone call to Munis Technical Support A technical support specialist may ask you to click this button to identify the version of the software you are using Munis programs operate differently or have different features depending on which version you are using Knowing which version of the software you are currently using enables Munis technical support to tailor solutions to your specific needs This option is only available on the Help menu Munis online help provides screen level help for programs and subprograms throughout Munis applications Each help screen includes an overview field descriptions table list of procedures and a resource table For select program tasks video tutorials are available which provide a visual depiction of the task or pro
3. the program displays the Excel Filter screen Use this screen to specify the data field values to export to Excel When you click Save or Save and Exit the program opens Excel with the selected data in the active worksheet In each case the program inserts hyperlinks in Excel to the individual Munis records Use the Save As feature in Excel to save the file to your preferred location The Word button creates an active set of records to export Export to Word into Microsoft Word This option enables you to format the report in Microsoft word prior to printing When you use the Word feature to export data using no predefined template the program displays the Export Filter screen Use this screen to specify the data field values to export to Microsoft Word When you click Save or Save and Exit the program opens Microsoft Word with the selected data in the active document An additional feature of Microsoft Word is mail Merge This feature enables you to print professional forms mailing labels directories and so on with user defined templates Send distributes an e mail that contains a link to the selected Munis record If the Send button is active when you are viewing a record click the button to create an e mail message that contains a hyperlink to the selected Munis record When the e mail recipient clicks the hyperlink Tyler Dashboard opens which in turn opens the Munis program with the linked record as the current record Note This featur
4. Admin Secretary i tyler My Programs Show All Hide All Tyler Menu No Favorites Found Add a Favorite I 4 Tyler a munis S Favorites Di Departmental Functions Help GA p E Updated 10 27 2011 8 38 AM To make sure you are running MUNIS in the correct setting choose the button with the man on it My Profile a Home Li E ep aa 1 Page Under the heading Run Tyler Programs As ensure that the Thin Client Program GDC Power Users radio button is checked tyler Tafra os Test Admin Secretary e l My Programs Show All Hide All No Favorites Found Add a Favorite Run Tyler Programs As 2 Web Version Program GWC Then choose OK and click back on the button with a house 1 1 Permissions and Security Permissions and security setting determine the programs and options available to individual Munis users User permissions and security settings are typically determined by a user s responsibilities as they relate to using the Munis system For example a payroll clerk does not necessarily require permissions to access the Accounts Receivable programs Permissions and security settings are maintained by system administrators using the Roles and User Attributes programs 1 2 Munis Menus In Munis menus are available according to the security permissions granted to your use
5. Fairbanks North Star Borough School District Using Munis Navigation documentation for the Munis ERP System Prepared by Accounting Services Department Contents CHAPTER 1 USING MUNIS sisecnconcesexcenvntncndecsasiencndensacctaasiinsinendeenddecabreceptstndddewadteanoesnnaiuaienessmetes 1 il Permissions and SCCUINY EE 2 Te Mans WIC TAS EE 2 3 Dens EE 4 KAE PRO aS En UE 4 CHAPTER 2 STANDARD SCREEN FEATURES 5 2 1 Toolbar and Keyboard Shortcuts ccccccccssecccceeseeeeeeeeeeeeeceeeeeeseeeeeeeseeeeeeessaeeeessaaeeess 7 2 1 1 TOODI ee E E ee ere eee ne eae 7 Ble EE eat TE 10 CHAPTER 3 FINDING RECORDS IN MUNG 11 3 1 Using Wildcard Characters in Gearches 11 3 2 Using Query Advanced Edi 13 3 3 Managing Selected RecordS cccccccccccccseseceeceeeeceeseeseeeeseeeeeeesseaeeessseueeeessegeeeeseaaeees 14 Oe POW SING Ee 15 3 4 1 Exporting Records 15 coy oa FICORA E E 16 GRAAPTER 4 FAVORE S ee ee ence eee eee en ee nee eee 17 CHAPTER 5 REPORTS FROM SEARCH RESULTIG 19 CHAPTER O7 GEES 20 CHAPTER 7 ATTACH EXCEL AND WORD 22 L A ME 22 DNV Ol Ol VE 24 EC WE OOM E E E T EE E E E E N A EE E E 24 i Page CHAPTER 1 USING MUNIS Using Munis describes the features of the Munis screen toolbar and standard menu options It also provides keyboard shortcuts and provides an overview of several of the features that enable you to efficiently manage information within Munis programs Tyler Dashboard Test
6. Wizard program with the Field tab displaying the fields and the type of fields in the active program 2 Type an expression directly into the Expression column or click the Format option to open the Edit Assistant Dropdown Assistant or Date Assistant Tab a Query Wizard opens the appropriate assistant for the type of field that you are querying 3 Build an Expression a List expression i Add items to include in your list expression b Range expression i Select the low value and high value for the range li Click the switch option to change between the range expression and the list expression c Click the Format again i The list or range expression you created appears in the Field tab d Click Execute to display the new active set of records created by the query To save a query for use at a later time click the Save As from the Field tab or one of the Assistant tabs Once you have created a query you can view or select them using the Load tab To remove an item from the Select List of Items on the Dropdown Assistant tab double click the item or press Enter to remove the item from the list Note When you save a query the program checks the entered description to see if it matches one that you have already entered This check is not case sensitive If the descriptions are the same the program allows you to save the new query in place of the old one You cannot save a public or private query with a description that another user h
7. applicable to the active program Enhancements When the button is lit yellow new enhancements are available once you view the enhancements the button is dimmed grey Munis Help accesses information about the program currently Munis Help open Online help includes a brief program overview a field descriptions table and common procedures 2 1 2 Other Shortcuts Other shortcuts available within Munis programs include the following e Press Tab to move forward to the next available field press Shift Tab to move back to a previous field e Press Spacebar to clear or select check boxes e Press Ctrl Tab to switch between active program windows e Press F9 in boxes that contain the field help button ZE to view the options for the active box e Press Spacebar to view options in a list Use Up and Down arrows to move through the options press Enter to select an option e Press Ctrl arrow to move through the records in an active set o Press Ctrl Down Arrow to move to the next record o Press Ctrl Up Arrow to move to the previous record o Press Ctrl Right Arrow to move to the last record in the active set and o Press Ctrl Left Arrow to move to the first record in the active set 10 Page CHAPTER 3 FINDING RECORDS IN MUNIS There are several ways to find existing records in Munis programs Most commonly click Find Q on the toolbar complete available fields and then click Accept D to create an active set of records that mat
8. as already used for a public query 3 3 Managing Selected Records An active set consists of records with information matching your search criteria You create an active set when you complete a search that produces multiple records that you can view and maintain At the bottom of a program screen a navigation bar displays the number of the record that you are currently viewing the total number of records and options to assist you with navigation You can view records in the active set one at a time or you can click Browse on the navigation bar to view a list of all records in the active set In the following example you are viewing record 1 of 25 and there are no attachments attached to the record ETER 1 of 25 J A f Attachments 0 om e d d s First Previous Find Browse Number of Attachments 14 Page To navigate the active set of records e Click First to view the first record in the active set record 1 e Click Previous to view the previous record If you are already at the first record it wont change the record you are looking at e Click Next to view record 2 of 25 e Click Last to view the last record in the active set record 25 e Click Find to create a new active set of records e Click Browse to view a list of all records in the active set The active set remains active until you perform another search or close the program 3 4 Browsing Records Once you have created an active set of records wit
9. cedure 2 1 Toolbar and Keyboard Shortcuts S A o BS Fos Sa VD es Ge eg CG The toolbar is your primary resource for performing actions within each program It provides a quick and easy way to access various program options without memorizing keyboard shortcuts or looking ata menu In addition to the toolbar there are menu and keyboard options available to help you use Munis programs efficiently 2 1 1 Toolbar The following table provides descriptions for the toolbar buttons If a toolbar button is grayed out the selection is not available KEYBOARD SHORTCUT Press Enter DESCRIPTION BUTTON Accept saves information after you have created or updated a record This button is often highlighted when adding updating or searching for records Press Esc Cancel ends an operation such as adding or updating a Cancel record without saving A Press Ctrl X Cut Copy Accept Press Ctrl V Paste Press Ctrl B Find searches for records in a program Find is often used to create an active set of records before proceeding to another step such as printing a report purging records or posting Find vp 7 Page invoices In many cases you can use wildcard characters to further define a search Press Ctrl B Browse is available when an active set of records exists or after an active set is created using the Find or Define buttons The browse screen displays a list of all the records in the active se
10. ch and click OK 22 Page me Enter a Description A description to be used for this file is required L e IL ee 3 Enter a description This will bring up another window L Enter Public Access value KR Q Should this file be available for public viewing hares iino This option allows the document to be viewed from other applications such as Tyler Content manager for Munis Please choose Yes mo Requisitions Attachments Oe A CES FOR DVD SBOE Se og GI Description File P Date Added Time Added Test Club Memo doc Y 10 27 2011 11 41 37 To remove an attachment click the Attach button on the toolbar highlight the document to remove from the Attachments screen and click Delete To view an attachment click the Attach button on the toolbar highlight the document to view and click Accept 23 Page 7 2 Word SI Word creates an active set of records to export into Microsoft Word On the Template Options tab you can select a template to use for a specific report or you can create a new template On the Maintain Templates tab you can add update or delete templates available for use in a program When you add or update a template you can establish use and maintenance restriction levels Note In order to create and maintain templates your system administrator must assign the appropriate permissions Template Use Restrictions Each Template has user restriction features that allow
11. ch the search criteria If you click Find Q leave all the fields blank and then click Accept D you create an active set of all records stored for that program For the most efficient search be sure to complete the Key or Required fields on the screen Key and required fields are identified with boldface labels 3 1 Using Wildcard Characters in Searches Wildcard characters are symbols that you can use to refine your search criteria or to substitute for unknown values You can include wildcard characters in boxes where you can type characters or numerals Vendor Inquiry Munis TEST DATABASE Oct 25 2011 _ My File Edit Tools Help E A 223 DIS ros SR UD Sg De vw GI General Vendor Information Vendor 1 Entity Alpha As Type Status E The program displays the first record in the active set of records matching the search criteria My File Edit Tools Help e raa QB Pos SS UD ZO VSS BPO General vendor Information vendor 32854 14 Entity 1 Alpha AK CLERK TRIAL COURT Type Status ACTIVE Reason Invoice Inquiry Se 1 Ge Vendor Contact Information Additional PO Inquiry Name AK CLERK OF TRIAL CR Performance Sch Sometimes you may need to include a wildcard character in more than one instance For example to find all the records that include the word Bank you would enter Bank in the search box to ensure that you capture Bank of America as well as National Bank The greater than and less than s
12. down Assistant Edit Assistant Date Assistant Load Help Select field Field Type Expression enter values here gt Vendor Edit Entity Edit Alpha Edit Type Dropdown Status Dropdown Reason Dropdown Name Edit Name Edit DBA Edit Address Line 1 Edit x You can type directly into the highlighted field or dick Format to use the Assistant tab instead Click on the Load tab to run a previously saved query List expressions are formatted by inserting a vertical bar or pipe between each item Range expressions are formatted by inserting a colon or two periods between two values or by using greater than gt less than lt equal to or a combination of these symbols for example gt 10 returns all values equal to or greater than 10 The Load tab stores queries for specific programs so that you can use them again For screens that allow for multiple Finds use concise descriptions for saved queries in order to make it clear which queries are appropriate for each Find When you save a query click Accept D on the toolbar prior to executing the query then type a description of the query in the prompt that the program displays By default saved queries are available to all users If the Make Public check box is not selected on the Save As screen then only the user who created the query may access it To create a query 1 Click the Query button on the toolbar 13 Page a The program opens the Query
13. e requires that Tyler Dashboard be enabled F Exchange displays the Appointments screen which allows Exchange you to schedule meetings that are associated with the active record When you click Add on the Appointments screen the program allows you to create an e mail message containing meeting start and end times and a meeting description When the e mail recipient accepts the meeting invitation it is automatically added to his or her Exchange calendar Attach allows you to view add or delete documentation Attach related to the current record Once a file is attached it is copied and stored within the Munis program If you change the original document the attachment is not automatically updated To keep attachments current you must update the original documents and manually attach the updated files MapLink allows integration of map data sources within Munis MapLink programs We are not using this feature 9 Page Image opens the Tyler Content manager for Munis application These options provide content management capability specific to Munis programs If you access Munis programs using the Genero Web Client Tyler Content manager for Munis is not available JE Favorites adds the current program to the Favorites menu Favorites The Favorites menu is on the main Munis menu Use the Favorites menu to start or organize programs in your list of favorites TEES Munis Enhancements provides a link to current Munis enhancements that are
14. e through the Munis master programs provides different options than the Excel export accessed from the Munis browse screens When you create a report within a program or when you are completing a specific report or inquiry program the Excel toolbar button allows you to export collected data into Excel columns where you can manipulate the data according to your requirements The program provides an Export Filter where you can select the values to export 24 Page For example if you create an active set of data in the Employee Master program and click Excel the program displays the Export Filter with a list of all the available fields O Export Filter oam OPE SOR DS DIR ep D BPO Select Group Field Soa b V Employee Select None IV Employee Employee save 4 Employee Last Name iv Employee First Name Save and Exit EI Employee Middle Name v Employee Middle Initial iV Employee Suffix Ei Employee Active Status 9 Employee Job Class F Employee Job Class Desc EA Employee Location Vv Employee Location Desc V Employee Group BU v Employee Group BU Desc V Employee Pay Frequency Vv Employee Pay Frequency Desc Ei Employee Project Account iV Employee Org Vv Employee Object iV Employee Project Check to indude in export GACE Hints Munis Office Export Filter allows you to reduce the number of fields to be exported Only selected fields will be exported Grouped fields are indicated with a gro
15. f the programs that you have currently identified in your Favorites list To maintain the list highlight any entry and then click Move Up or Move Down to organize the Favorites list click Delete to remove the highlighted program from the list Deleting a program from the Favorites list does not affect the program s availability from the Munis menu The Favorites program allows you to change the name of a program the Description as it appears on the list Updating the program name in this list does not affect the name of the program in the Munis Application menu To update a program name 1 Highlight the name 17 Page L Organize Favorites Choice Description A Account Inquiry Move Up Move Down Clean Up i For example highlight Account Inquiry 2 Click Update i The program makes the Description box available mo Organize Favorites Choice Description A Account Inquiry Move Up Move Down Delete Clean Up 3 Type the new name 4 Press Enter to save the change 18 Page CHAPTER 5 REPORTS FROM SEARCH RESULTS In many Munis programs you can create reports by searching for records and then using the Output toolbar button Display PDF Print or Save to view print or save the report If the Word or Excel buttons are active within a program you can also export the report to a Microsoft Word document or a Microsoft Excel spreadsheet If you select Display the program provides the report in HTML format w
16. hat you need to complete program actions Often if there are numerous fields the work area is divided into tabs which sort the fields by intended use or purpose The navigation bar at the bottom of the screen allows you to move through an active set of records one record at a time to move to the first or last record of the set or to open attachments You can also open a browse screen that lists all of the records in the active set 5 Page CE Fos RAB Sa D I BVO General Vendor Information 1 Entity d ii Vendor Contact Information Name 3 d ij Zip code City State Country Foreign entity D r a d IRS Withholding Information Vendor Identification 1099 vendor DUNS Default aes 1099 retainage W 9 sent W 9 received Federal Withholding Vendor Alerts nl KE gt pt Attachments 0 Choose the sort sequence for vendors Gi The My File Edit Tools and Help menu options allow you to select actions that are also accessed from the toolbar In these menus the actions are sorted by applicability the My menu provides the favorites reports workflow assistant and preferences options the File menu provides the accept cancel output display PDF print save and exit options the Edit menu provides the add update delete cut copy paste and select all rows options and the Tools menu contains the miscellaneous options that are determined by your organization s work processes On the
17. hin a Munis program click Browse to display the collected data in a table format You can sort the data view or hide columns export the data or filter the data to create a more specific data set GO aA QE S02 20208 2205 Go 8 Vendor Alpha Sort Name Name Status 1099 z Vdr 32846 STATE AK CHILD SUPP STATE OF AK CHILD SUPPORT Active N 32854 AK CLERK TRIAL COURT AK CLERK OF TRIAL CR Active N 32897 AK PERS AK PERS Active N 32900 AK STRS AK STRS Active N 33902 EDUC SUPP STAFF ASSN EDUC SUPP STAFF ASSN Active N d e To view or hide columns right click on the column headings Select the columns containing data you wish to view clear those columns that you wish to hide Click outside the heading list to display your selections in the revised format When you create an output file or report from a browse screen the output does not include columns that you have hidden on the screen display e To sort the data click the column heading that you want to use as the sort key the data sorts in ascending order If you click the column header again the data sorts in descending order e To resize the columns position your pointer at the bar between the column headings and hold the mouse button down while you drag the bar to the right or left Once you have the records selected and sorted as you wish use the Display Print or Save toolbar to view print or save a report 3 4 1 Exporting Records When you click Excel on a standard browse scree
18. ion uses the Tyler Content Manager for Munis so you can use the Saved Reports program to submit or retrieve documents from these systems The Saved Reports program provides content submittal and retrieval using Tyler Content Manager for Munis according to the settings applied in the System Settings program Because our organization uses Tyler Content Manager for Munis the Submit TylerCM and Retrieve TylerCM buttons are available When you open the Saved Reports program click Find to create a list of all the files available in the spool directory E SE Agape S ed Mode Retrieve TylerCM LIST MODE D ae Submit TylerCM Choose one of the menu options or use the toolbar to act on the highlighted file NOTE You can also highlight a file and double click or press lt ENTER gt to preview Mass Delete Reports User ID Report File Name Report Title Date Time Pages Display Reports _testadminsecretary glytdbudO001 Get YEAR TO DATE BUDGET REPORT 10 27 2011 11 33 2 Text as PDF Print Reports Output List Open File To delete multiple files at one time click Mass Delete Reports and then click Select All to select and delete all reports in the list select the individual check boxes next to those reports that you wish to delete or click Select None to clear all of the check boxes When you click Accept the program displays a confirmation me
19. ith no page breaks GE ana lOe Acht 1 Account Org code 15000010 ances MEN Project code 0 em Fund 15 Global Update Function 76 Program 1076 Budget Ck 320 Object 13210 Project 0 Posting effective dates Beginning effective date Ending effective date Account description Lei Account Master Munis FAIRBANKS NORTH STAR BOROUGH SCHOOL DIST oo Is Sao wt GI Account detail Transportation Last updated 03 04 2011 Ku Exempt Salaries PERS Account type Expense Fund level Status Active Contra Account Transportation Entity 1 Student Transportation Fund Character code 61 Cert Salaries Student Transportation Requires Project Account on Entry Student Transportation Budget Non Certificated Salaries Budgetary Exempt Salaries PERS Auto encumber Fund level Require budget detail gt Budget Rollup Group Payroll Payroll Encumbrance Account Balance sheet Balance type Normal balance KM Closing balances Control account Full Trans Exempt Salary PERS Short ExemptPRS Next year full Reference account Notification Account Budget Warning Percent 0 00 GGG tex Monthly and Annual Account Balances e kr LAJ a 19 Page CHAPTER 6 SAVED REPORTS The Saved Reports program manages reports that have been directed to the Munis spool directory With the print spooler you can hold reprint or delete Munis reports You can also print specific ranges of a report Our organizat
20. n and you have Microsoft Excel 2002 or greater the program exports the active set of records to a Microsoft Excel spreadsheet The Excel spreadsheet includes a hyperlink to the record in Munis 15 Page A B C D E Alpha Sort Name Name Status 1099Wdr S2409 TAK STATE OF DEPT FI AK STATE OF DEPT FISH amp GAME FAI Active WN 32571A T amp 5 INC AT amp sS INC FAIRBAN Active 3258014 amp W WHOLESALE A amp W WHOLESALE Active 32740 AK ASSOCIATION OF SC AK ASSOCIATION OF SCHOOL ADMIN Active 2 2 Z If you do not have the correct version of Excel the program displays a message allowing you to save the file to your workstation 3 4 2 Filtering Records The Munis browse screen includes a filter option that allows you to regroup the active set of data Search Filter Record aly z Go 4 gt 1 of 25 To filter data 1 Click the Filter button 2 Enter filter data Use wildcards such as the asterisk less than lt symbol or greater than gt symbol use lt gt or for not equal to 3 Choose the field on which you wish to filter the data 4 Click Go to execute filter lf you filter the data such that no records are found the previous results remain on the screen and the program displays the following message clearing filter no records found Click OK to continue Notes e Filters are not case sensitive e Filter results are equal to for date or numeric columns and contains
21. n print whole documents specific page ranges or specific line ranges You can also define the number of copies to print the format landscape or portrait and the printer Click Select All to select all the reports in the list or click Select None to clear the check boxes 21 Page CHAPTER 7 ATTACH EXCEL AND WORD The Attach Word and Excel options allow you to attach documents to a Munis record or to export Munis data to a Microsoft Word document or Microsoft Excel spreadsheet The options must be activated by your system administrator in order to be available You must also have Microsoft Word and or Microsoft Excel installed on your computer to use those two functions 7 1 Attach Attach allows you to view add or delete documentation related to the current record The file name extensions for the files you can attach to programs are established in the System Miscellaneous Codes program File names can contain up to 64 characters including the file extension My File Edit Tools Help Gi b Sa B Gf Moana Dr Date Added Time Added lf your organization uses Munis Self Service for Applicant Processing and applicants submit resumes or other documents the Attach program automatically attaches these files directly to the application To attach a document to a record 1 Click the Attach button on the toolbar and then click Add on the attachments screen 2 Onthe File Upload screen navigate to the document to atta
22. nd including two limiting characters For example typing A C finds Alabama Bermuda California Typing a c finds apple banana coconut Or Use to find records with this value or that value For example typing Cash Charge finds all records where the value equals Cash if it exists and all records where the value equals Charge if it exists Wildcard Use to find all records with the same sequential character string that begins includes or ends with an asterisk For example typing ARL finds all records starting with ARL such as ARLBERG ARLINGTON ARLON and so on Typing H finds all records ending with H such as SMITH WORTH and so on Single Character wildcard Use to find all records with the same sequential character string where only a single character differs For example typing A C finds all records where the value equals ABC ADC ACC and so on A set of characters Use to find all codes as follows Start with N or T NT Start in lowercase a z Start in uppercase A Z Use to find all two character codes as follows Start in lowercase a z Start in uppercase A Z a e lt gt ad BhA 12 Page 3 2 Using Query Advanced Find Query creates a query based on the fields in the active program It enables you to create queries in fields in which you cannot perform a simple search such as fields with multiple selections Lei Query Wizard AP Vendors ell se Query Fields Drop
23. r roles Typically permissions are granted according to need For example if your primary job is to 2 Page enter timesheets in Payroll you may not be able to see the System Financial General Revenues or other menu options Menus are divided by Munis products and then by applications within those products For example Financials is a product and Accounts Payable is an application within that product Tyler Dashboard pen My Programs All Hide AR Tyler Menu No Favorites Found Add a Favorite E Tyler Munis Favorites application Departmental Functions Help Cr Q P E Updated 10 27 2011 8 49 AM Within an application there are many programs For all Munis application menu items plus signs to the left of the closed folder indicate that there are additional menu selections available Click the plus sign to expand the selections For individual programs a solid box displays 3 Page 13 Settings Menus Depending on your permissions you may have access to settings programs Settings programs are typically used to establish parameters and codes used throughout the programs within an application Each Munis product has its own set of settings programs that you may need to access to change processing settings or to update required codes 1 4 Programs Menus Program menus contain the master programs for Munis applications These are the programs you see to create and maintain da
24. ssage click Yes Purge to complete the process When you delete a file it is permanently removed from the hard drive and can only be recovered by restoring the file from a backup To delete obsolete files click Reset Spool Directory the program finds all records that do not have corresponding files in the spool directory and prompts you to delete these records When you click Yes Delete to delete the record the program displays the Output dialog box as you must create a report of deleted records to continue 20 Page Click Display Reports to view a selected file or files the report displays a Display Options box In this box select No Filter to view all the files select Use Page Ranges to view only specific pages or Use Line Ranges to view only specific lines Select the files to display If you selected Use Page Ranges or Use File Ranges complete the Start and End boxes with the page or line numbers that you want to view for each file You can click Select All to select all of the files you can click Select None to clear all of your selections To display PDF files click Text as PDF When the program displays a list of files click Select All to select all reports in the list or select the individual check boxes for those reports to view You can click Select None to clear all of the check boxes To print reports find the report or reports to print and then click Print Reports The program provides print options For example you ca
25. t You can sort view or export data to Microsoft Excel from the browse screen Query creates a query based on an expression or mathematical equation This option assists in finding records that meet very specific criteria but that cannot be defined by entering data directly into a field When you click the Query the Query Wizard screen displays similar to the expression builders found in Microsoft Excel or Microsoft Access allowing you to create an expression based on the fields in the active program Press Ctrl N Add enters a new record into the database When you click Add entry fields become available with the cursor positioned in the first field The program may place default values in fields to save you keystrokes but typically you can replace defaults You can move from field to field by pressing Tab or by selecting a field with the mouse When the cursor is in a field helpful information often displays in the status bar at the bottom of the screen Many fields have a field help button that provides a list of available entries Press Ctrl U Update adds data or changes existing data in a record You Update can change data in any active field Fields that are not active typically are part of the record key The key is the field or combination of fields that uniquely identifies the record from Browse Query Wizard Ce Add all other records If you need to change data in a key field you must delete the record and enter i
26. t again SC Press Ctrl D Delete removes the selected record from the database If the Delete record is being used by another process you cannot delete it Once you delete a record you cannot recover it dh Press Ctrl P Print sends a report or active set of records directly to your Print default printer Ewe Display immediately displays a report on your screen when Display the report compile completes Reports display in HTML format with no page breaks PDF PDF creates the report in PDF format The program opens E Save the document in the installed PDF reader Note the PDF button is only accessible if the Output to PDF permission is granted for your user ID in the Roles Munis System program Press Ctrl S Save saves a report to a file in the Munis spool directory After saving you can display or print the report from the Saved Reports Program which you can access by clicking Saved Reports in the Departmental Functions application menu To use the spool function from the File menu in a specific program click Output and then select Save under Output Type 8 Page The Excel button exports the selected data directly to a Export to Excel Microsoft Excel spreadsheet lf you click Excel from a browse screen the program immediately exports the data and opens the Microsoft Excel application You must have Microsoft Excel 2002 or greater on your workstation If you click Excel from a master program or subprogram screen
27. ta that is considered permanent such as customer records general ledger accounts physical property locations vehicles and other various records that you maintain yler Tyler Dashboard Test Admin Secretary Ki t ter My Programs Show All Hide All No Favorites Found Add a Favorite d Tyler i Munis Favorites J Departmental Functions Mi Account Inquiry MTD Budget Report Mivendor Inquiry MiPurchase Order Inquiry MiEmployee Inquiry HN el Year Budget Entry Hi Requisition Entry Micommodity Codes Purchase Order Receiving ME Position Inquiry WTime Entry Baue Reports Mi Actions Entry Mi Actions Inquiry Help GQ P E Updated 10 27 2011 8 49 AM 4 Page CHAPTER 2 STANDARD SCREEN FEATURES The standard Munis program screen contains several working sections including a menu bar toolbar on screen options and a navigation bar At the top of the screen the menu bar contains standard options File Edit Tools and Help Directly under the menu bar there is the Munis toolbar which provides direct access to the most common tasks performed within a program for example find a record update a record and so on Program specific options are provided in the left column menu as well as on the screen These options often display additional screens for the selected program or they open other related programs The work area for a Munis program is centered on the screen here you find the fields t
28. up name An entire group can be selected or deselected by checking or unchecking the group header at the beginning of each group Your selections can be saved for subsequent exports Select or clear the check boxes for the fields to include in the export and then click Save and Exit to export the files and open Microsoft Excel The program opens Microsoft Excel with the exported records as the active file The file includes hyperlinks to the records in Munis 2 3 4 A 1 Employee Last Name 4079 XXXXXXX 4491 XXXXXXX 5696 XXXXXXX C First Name XXXXXX XXXXXX XXXXXX D E Middle Name Middle Initial E L F Suffix G Active Status A A H Job Class 3520 1000 1000 l J Job Class Desc Locatia ESSA SPECIALIST 410 FEA REGULAR ED 410 FEA REGULAR ED 410 25 Page
29. ymbols are often used in date boxes when you are trying to find records before or after a certain date For example to find all records that have been added to a program on or since January 1 2011 type gt 01 01 2011 in the date box The following table provides a list of wildcard characters and their descriptions 11 Page SYMBOL DESCRIPTION Is null Use to find records that have a NULL in a field oOr Equal to Use to find records that are equal to the value typed in the box For example typing ME in the State box finds records where the value equals ME Less than Use to find records with a value less than the data typed in the box For example typing lt L finds data from A K Less than or equal to Use to find records with a value less than or equal to the data typed in the box For example typing lt L finds data from A L Greater than Use to find records with a value greater than the data typed in the box For example typing gt L finds data from M Z Greater than or equal to Use to find records with a value greater than or equal to the data typed in the box For example typing gt L finds data from L Z lt gt or Not equal Use to find records with values not equal to the data typed in the box For example typing lt gt 1 finds all records where the value is not equal to 1 lt Less than ASCII 33 Use to find records that have a space in a field Range Use to find records based on data between a
30. you to define who may use and maintain it There are four types of user restrictions that you may choose in the Use and Maintain lists e Owner Only the owner or creator of the template may use or maintain the template The owner is determined by the user who originally added the template to Munis and cannot be changed In order to change the owner you have to delete the template and the new owner must add it If the current user s login does not match the owner then access to the template is denied e User Only specific users are allowed to use or maintain the template This list is maintained manually on a template by template basis Users logins are checked against this list to verify that they are authorized to use the template e Department Only specific departments are allowed to use or maintain the template This list is maintained manually on a template by template basis Users departments as defined by the system administrator are checked against the list of departments to verify that they are authorized to use the template e Public Anyone can use maintain this template To export records into Microsoft Word select No Template Raw Data from the Template to Use list Click Use and the program displays the Export Filter screen Select the fields to export click Save or Save and Exit and the program opens Microsoft Word with the selected data in the active document 7 23 Excel The Excel toolbar option that is availabl
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